BidBook

BidBook

BidBookSoft d/b/a CRM Evangelist
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About

Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.

About

InstaBid is a browser-based estimating and job-close platform for residential contractors and specialty trades. Contractors create editable, itemized estimates from project details entered through an online form, review material and labor costs, adjust their own prices and markup, and decide when to send a bid to a customer. The workflow continues from proposal and contract approval to deposit collection through Stripe and calendar scheduling. Other tools include signed change orders, customer follow-ups, subcontractor bid collection, and estimate PDFs that can be branded for the contractor. InstaBid is designed to bring estimating and customer-facing sales tasks into one workflow, helping small contractor businesses manage a job from its initial scope through an approved proposal and planned start date.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales, Estimation, Finance for Construction Business

Audience

Small residential contractors and trades (1-10 crew): remodelers, general contractors, painters, roofers.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$30.00/month/user
- General Edition - Specialty Edition
Free Version Not Supported
Free Trial Supported

Pricing

$99/month
Solo is $99/month for one trade; Crew is $249/month for three trades; Shop is $499/month for all trades. A free trial is offered.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

BidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com

Company Information

InstaBid
United States
instabid.pro

Alternatives

Alternatives

Fast Track Estimating

Fast Track Estimating

Construction Programs and Results, Inc.
Esticom

Esticom

Esticom, A Procore Company
Pursuit

Pursuit

Vertigraph Inc
QuickEstimate

QuickEstimate

QuickEstimate.io

Categories

Categories

Construction Bid Management Features

Bidder Management Supported
Building Product Database Not Supported
Cost Database Supported
File Sharing Supported
Proposal Management Supported
Quotes / Estimates Supported
RFP Management Supported
Subcontractor Management Supported
Takeoff Not Supported
Version Control Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Integrations

Google Calendar Not Supported
Microsoft Excel Supported
Microsoft Outlook Supported
QuickBooks Accountants Supported
QuickBooks Online Supported
Salesforce Supported
Stripe Not Supported

Integrations

Google Calendar Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
QuickBooks Accountants Not Supported
QuickBooks Online Not Supported
Salesforce Not Supported
Stripe Supported
Claim BidBook and update features and information
Claim BidBook and update features and information
Claim InstaBid and update features and information
Claim InstaBid and update features and information